Quick Reference Guide
Welcome TEST USER
HELP
RETIREMENT MANAGER DEMO
FEEDBACK
Version_NSU_101111
Quick Reference Guide
Getting Started
This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important tasks related to your
retirement plan. This Quick Reference Guide is also available on the Retirement Manager website by selecting the “Help” link at the bottom of the screen
along with Frequently Asked Questions with additional information.
RetirementManager Website Address
While you may always access Retirement Manager from https://www.myretirementmanager.com/, your employer will also provide you with a custom
website address for you to use to help Retirement Manager quickly identify your institution’s website. For easy access, you should use this custom website
address whenever possible, so be sure to add it as a “Favorite” website!
New Users
If you are new to the Retirement Manager website, you will
need to register by providing Retirement Manager with your
employer name and some information about yourself.
To register, click the “I’m a New User” link on the main login
page and follow the screen prompts for “User Verification”
and “Security Profile Setup”.
Points of Interest
1
If you are a new user, click “I’m a New User”
to register.
2
If you are an existing user, type in your User
ID and click “Next”
2
1
Version_NSU_101111
Quick Reference Guide
Getting Started
This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important tasks related to your
retirement plan. This Quick Reference Guide is also available on the Retirement Manager website by selecting the “Help” link at the bottom of the screen
along with Frequently Asked Questions with additional information.
RetirementManager Website Address
While you may always access Retirement Manager from https://www.myretirementmanager.com/, your employer will also provide you with a custom
website address for you to use to help Retirement Manager quickly identify your institution’s website. For easy access, you should use this custom website
address whenever possible, so be sure to add it as a “Favorite” website!
Existing Users
If you have previously logged in and have
been using Retirement Manager, enter
your “user ID” on the first page; click
“Next”; enter your password on the second
page, and click “Submit” to log in.
Points of Interest
3
3
Enter your password and click “Submit”
Version_NSU_101111
Quick Reference Guide
Security Profile Setup
Once you have confirmed your identity with Retirement Manager, it is now time to further secure your access by setting up a Security Profile!
•If you are a new user, and have just completed the User Verification steps on the previous page, you will be automatically directed to set up your
Security profile.
•If you are an existing user and would like to set up your Security Profile, you may access these screens from the Retirement Manager home page via
the “My Profile” link at the top left.
If you have already set up a Security Profile, you may access and edit your selections at any time via the “My Profile” link on the home page.
1
Create a User ID:
Using the guidelines on the right side of the page, type in your user
ID and click the “Check Availability” button to make sure your user
ID is available.
2
Enter and Confirm Your Email Address:
The Email address you enter here will be used to send you your
password should you ever need to have it reset.
3
Create and Confirm Your Password:
1
Using the guidelines on the right side of the page, enter a secure
password that will be easy for you to remember, but not easy for
others to guess.
2
3
Version_NSU_101111
Quick Reference Guide
Security Profile Setup
Once you have confirmed your identity with Retirement Manager, it is now time to further secure your access by setting up a Security Profile!
•If you are a new user, and have just completed the User Verification steps on the previous page, you will be automatically directed to set up your
Security profile.
•If you are an existing user and would like to set up your Security Profile, you may access these screens from the Retirement Manager home page via
the “My Profile” link at the top left.
If you have already set up a Security Profile, you may access and edit your selections at any time via the “My Profile” link on the home page.
4
Select Your Security Image:
You will now see this image on the password page when you
log into Retirement Manager. Recognizing this image and title
when you log in helps protect your access to Retirement
Manager.
Version_NSU_101111
Quick Reference Guide
Security Profile Setup
Once you have confirmed your identity with Retirement Manager, it is now time to further secure your access by setting up a Security Profile!
•If you are a new user, and have just completed the User Verification steps on the previous page, you will be automatically directed to set up your
Security profile.
•If you are an existing user and would like to set up your Security Profile, you may access these screens from the Retirement Manager home page via
the “My Profile” link at the top left.
If you have already set up a Security Profile, you may access and edit your selections at any time via the “My Profile” link on the home page.
5
Answer Your Security Questions:
You should select questions and answers that are easy for you
to remember, but not easy for others to guess. Your security
question answers are case-sensitive.
Version_NSU_101111
Quick Reference Guide
Home Page
From the Retirement Manager home page, you will be able to access information and navigate to your retirement plan tasks quickly and efficiently.
The My Savings Manager menu on the left displays retirement plan transactions. This section will also house the history of previous transactions you have
generated should you need to revisit or print this information.
The Plan Information menu in the center displays information related to your retirement plans. This may include retirement plan account balances, plan
details and documentation, investment provider contact information and contact information at your employer.
The Financial Tools menu on the right displays education information relative to financial planning. In this section you will find current retirement articles
and retirement plan calculators to help you maximize your savings.
Points of Interest
1 Access “My Profile” to set up or change your
1
user id, password, security image or security
questions.
2 Need Help? Answers to Frequently Asked
Questions.
3 View a brief demonstration of Retirement
Manager!
4
2
3
4
We are looking for your feedback! Click this link
for a short survey and provide us with your
comments and suggestions!
Version_NSU_101111
Quick Reference Guide
Start or Change My Contributions
To start contributing to your retirement plan, or to change your existing contributions, click on the “Start or Change My Contributions” link from the left menu on
the home page. Please note that the screen shots on this page are examples, and may vary based on your plan.
1
Select a plan:
To start or change your retirement contributions, first
select your retirement plan. Make your selection from the
plans in which you are eligible to make contributions.
2
Select pay date:
The dates listed in this menu are the pay dates available
to make contribution changes. You may only make one
contribution change per pay date, so if you would like to
alter the contribution change for a payroll date, you will
need to first delete your pending change. Contribution
changes stay in “pending” status until the date elected by
the employer prior to the payroll date. Once that date
passes, you will not be able to delete or enter a new
contribution change for that pay date.
1
2
Version_NSU_101111
Quick Reference Guide
Start or Change My Contributions
To start contributing to your retirement plan, or to change your existing contributions, click on the “Start or Change My Contributions” link from the left menu on
the home page. Please note that the screen shots on this page are examples, and may vary based on your plan.
3
Contribution Change(s):
Following the prompts on the
screen, select your type of
contribution and enter your
contribution amount. In this
step you will also be
indicating your investment
provider selections.
3
Version_NSU_101111
Quick Reference Guide
Start or Change My Contributions
To start contributing to your retirement plan, or to change your existing contributions, click on the “Start or Change My Contributions” link from the left menu on
the home page. Please note that the screen shots on this page are examples, and may vary based on your plan.
4
Review your Contribution
Change(s):
Carefully review your
contribution changes and
pay dates. You may use the
“Cancel” button to return to
the Plan Selection page to
restart your contribution
change. Once you are
satisfied with your changes,
click the Submit button.
4
Version_NSU_101111
Quick Reference Guide
Start or Change My Contributions
To start contributing to your retirement plan, or to change your existing contributions, click on the “Start or Change My Contributions” link from the left menu on
the home page. Please note that the screen shots on this page are examples, and may vary based on your plan.
5
Confirmation:
Your contribution change details may
be printed from this page. If you have
selected a new investment provider, it
is very important to ensure that you
have an account set up with that
provider to ensure your contributions
are directed and invested per your
direction. You may use the
“Investment Provider Contacts” button
to access contact information and
enrollment details for your selected
provider(s).
5
Version_NSU_101111